Law Firm Intake Specialist

NC Planning is a client-centered law firm dedicated to estate planning, elder law, guardianship, estate administration, and business planning. We guide families and individuals through pivotal life moments with clarity, compassion, and trusted legal solutions across North Carolina. As our firm grows, we’re excited to welcome two Intake Specialists to our team (Fully Remote). The position schedule is Monday-Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. As an Intake Specialist at NC Planning, you’ll be the first point of contact for new clients—offering reassurance, listening deeply to their stories, and ensuring they feel supported from their first interaction. Whether you’re helping someone plan for the future or assisting a family in the midst of loss, your warmth and expertise will set the tone for their experience with us. Your days will include handling inbound calls, emails, and online inquiries, thoughtfully qualifying leads, and coordinating appointments for estate planning and estate administration services. Using our CRM, you’ll accurately capture client information and guide every person to the right solution, ensuring no one falls through the cracks. You’ll make every interaction one of genuine care and professionalism. If you thrive in a role where empathy, attention to detail, and tech skills matter—and you’re energized by making a positive impact for others—we invite you to apply. Join us at NC Planning and help clients take their next steps with confidence. Compensation: $18-$23/hour, plus performance-based bonus opportunities. Final base salary will be commensurate with experience, role responsibilities, and the local market for your location. Responsibilities: • Respond promptly and professionally to potential client inquiries (phone, email, online forms) • Conduct initial screening with patience and accuracy to determine case eligibility and alignment with firm focus areas • Schedule consultations with attorneys, coordinate calendars, and follow up • Perform data entry and manage documents within Clio Grow • Track, update, and manage the lead pipeline through the intake CRM • Conduct basic conflict checks and policy compliance • Provide empathetic support for clients dealing with loss, uncertainty, and complex matters • Guide clients through the firm’s intake process, expectations, and next steps • Assist in follow-up communications and conversion of inquiries to engagements • Maintain confidentiality and uphold the firm's reputation at every touch point • Support administrative tasks as directed Qualifications: • An associate’s degree or higher is a plus, but not required • Experience in a legal, customer service, or high-volume support environment preferred • Excellent verbal and written communication skills • Strong organizational skills, attention to detail, and ability to multitask • Demonstrated tech proficiency (video platforms, CRM, MS Office/Google Workspace, e-signature, etc.). Ability to learn and master Clio Grow quickly. • Ability to empathize and communicate with clients under stress • Sales/conversion mindset: comfortable guiding leads through the process • Experience with estate planning/probate is a plus, but not required • High integrity and commitment to confidentiality Core Skills & Characteristics: • Empathetic, patient, and client-focused • Tech-savvy and resourceful • Persuasive communicator and active listener • Discrete, reliable, and solution-oriented • Thrives in structured and unpredictable environments Compensation: $18 - $23 hourly

• Respond promptly and professionally to potential client inquiries (phone, email, online forms) • Conduct initial screening with patience and accuracy to determine case eligibility and alignment with firm focus areas • Schedule consultations with attorneys, coordinate calendars, and follow up • Perform data entry and manage documents within Clio Grow • Track, update, and manage the lead pipeline through the intake CRM • Conduct basic conflict checks and policy compliance • Provide empathetic support for clients dealing with loss, uncertainty, and complex matters • Guide clients through the firm’s intake process, expectations, and next steps • Assist in follow-up communications and conversion of inquiries to engagements • Maintain confidentiality and uphold the firm's reputation at every touch point • Support administrative tasks as directed